Corient Private Wealth
LVHI icon

Corient Private Wealth’s Franklin International Low Volatility High Dividend Index ETF LVHI Stock Holding History

Corient Private Wealth’s Portfolio LVHI Stock Details LVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,622
Closed -$871K – 2964
2025
Q4 		$871K Buy
+23,622
New +$850K ﹤0.01% 1958

Other funds holding LVHI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth's LVHI Position: Q1 2026 in Review

Corient Private Wealth sold out of Franklin International Low Volatility High Dividend Index ETF (LVHI) in Q1 2026, closing a stake of 23,622 shares — an estimated $871K sold.

Corient Private Wealth first reported a position in LVHI in Q4 2025 and held it in 1 quarter. The position peaked at $871K in Q4 2025. 296 funds tracked by Wall St. Rank hold LVHI as of Q1 2026.

  • Corient Private Wealth reported no remaining Franklin International Low Volatility High Dividend Index ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 23,622 Franklin International Low Volatility High Dividend Index ETF shares in Q1 2026, an estimated $871K.
  • Corient Private Wealth first reported a position in Franklin International Low Volatility High Dividend Index ETF in Q4 2025 and held it in 1 quarter.
  • Corient Private Wealth's Franklin International Low Volatility High Dividend Index ETF position peaked at $871K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Franklin International Low Volatility High Dividend Index ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.